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Salesforce Financial Services Cloud VS Pocketsmith

Compare Salesforce Financial Services Cloud VS Pocketsmith and see what are their differences

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Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams. featured
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  2. » Videos
  3. » Reviews
  4. » Alternatives

Salesforce Financial Services Cloud logo Salesforce Financial Services Cloud

Salesforce Financial Services Cloud offers CRM solutions for banking, insurance, and wealth management.

Pocketsmith logo Pocketsmith

Smart budgeting & personal finance software
  • Salesforce Financial Services Cloud Landing page
    Landing page //
    2023-02-06
  • Pocketsmith Landing page
    Landing page //
    2023-10-23

Salesforce Financial Services Cloud videos

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Perspectives on a Salesforce Financial Services Cloud Implementation

Pocketsmith videos

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How to be more productive with money using PocketSmith

More videos:

  • Review - A Quick Tour of PocketSmith

Category Popularity

0-100% (relative to Salesforce Financial Services Cloud and Pocketsmith)

Salesforce Financial Services Cloud

Pocketsmith

Business & Commerce
100 100%
Business & Commerce
0% 0
Personal Finance
0 0%
Personal Finance
100% 100
CRM
100 100%
CRM
0% 0
Accounting
0 0%
Accounting
100% 100

User comments

Share your experience with using Salesforce Financial Services Cloud and Pocketsmith. For example, how are they different and which one is better?
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Reviews

These are some of the external sources and on-site user reviews we've used to compare Salesforce Financial Services Cloud and Pocketsmith

Salesforce Financial Services Cloud Reviews

We have no reviews of Salesforce Financial Services Cloud yet.
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Pocketsmith Reviews

11 Best Quicken Alternatives in 2021 (#1 is Free)
PocketSmith started out as a calendar to plan upcoming income and expenses. Today, it’s a full-fledged budgeting app. You can synch your accounts with PocketSmith. Once synced, you can track your budget and you’re net worth. You can also see your income and spending in a handy calendar view.
Source: robberger.com
The Best Personal Finance Budget Software with Apps (In 2020)
Pocketsmith is a calendar-based financial planner that allows you to look at your upcoming spending, set goals, track your expenses, and pull reports that show you exactly where you stand financially. It will help you maintain a focus on cash flow forecasts while setting goals that help you reach your savings and debt reduction goals. You can add actual spending data from...
Source: ptmoney.com
10 Mint.com Alternatives – Money Apps Fresher than Mint dot com
Hello, thank you for your review. I FINALLY switched from Mint.com after being with it since ’14. I’ve tried just about every app, and after all these years, I have found NONE that compare to Pocketsmith. I honestly think it should be #1 because of the rich features it has. Not only was I able to switch to mint.com and add all my transactions, they all retained every bit of...
Source: wallethacks.com

Social recommendations and mentions

Based on our record, Pocketsmith seems to be more popular. It has been mentiond 1 time since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

Salesforce Financial Services Cloud mentions (0)

We have not tracked any mentions of Salesforce Financial Services Cloud yet. Tracking of Salesforce Financial Services Cloud recommendations started around Mar 2021.

Pocketsmith mentions (1)

  • I just learned about this "merge" and i'm gutted. I have 12 years of every dollar spent/earned meticulously categorized and it sounds like their only going to keep 3 years of history? Anyone know if it's rolling? When is the merge going to take place?
    Also a 9+ years Mint user who learned recently about the shut down. I discovered pocketsmith and I've imported all my Mint history easily. There is a free-tier but I decided to get the paid version a try and OMG the software is really great! If your into graphs and customizations, you'll definitely want to have a look at it. Source: 6 months ago

What are some alternatives?

When comparing Salesforce Financial Services Cloud and Pocketsmith, you can also consider the following products

Redtail CRM - Redtail is a web-based client relationship management solution for the financial advisors.

Mint - Free personal finance software to assist you to manage your money, financial planning, and budget planning tools. Achieve your financial goals with Mint.

SmartOffice - Whether you need to read that report from the office, present a PowerPoint presentation, or review that annual statement from your broker that came in PDF form, SmartOffice has you covered.

YouNeedABudget - Personal home budget software built with Four Simple Rules to help you quickly gain control of your money, get out of debt, and reach your financial goals!

Simple - Simple is reinventing personal banking with modern online and mobile experiences, no surprise fees...

EveryDollar - Budgeting and expense tracking app

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